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VOICE ARCHIVE

Dan Gallagher

@djtgallagher
18 posts
2023-11-23
A wedding invite with a 457-page homework assignment pretty much says it all. [image]
2023-11-23 View on X
The Information

Source: a breakthrough spearheaded by OpenAI chief scientist Ilya Sutskever enabled a model that could solve basic math problems, stoking excitement and concern

One day before he was fired by OpenAI's board last week, Sam Altman alluded to a recent technical advance the company …

A wedding invite with a 457-page homework assignment pretty much says it all. [image]
2023-11-23 View on X
Wall Street Journal

Sam Altman's return at OpenAI, partly formed on effective altruism principles, revealed hard limits and caps a bruising year for the divisive social movement

Sam Altman's firing showed the influence of effective altruism and its view that AI development must slow down; his return marked its limits

2023-02-08
Nice one for the olds (like me) @JoannaStern - https://www.wsj.com/... https://twitter.com/...
2023-02-08 View on X
Wall Street Journal

Hands-on with the new AI-powered Bing, which, when asked for the 2023 Grammys winners, made a list with citations in a minute; search will never be the same

CEO Satya Nadella explains why Michael Crider / PCWorld : How to try the new AI-powered Bing search Clare Duffy / CNN : I tried Microsoft's new AI-powered Bing. Here's what it's li...

Nice one for the olds (like me) @JoannaStern - https://www.wsj.com/... https://twitter.com/...
2023-02-08 View on X
The Verge

Microsoft unveils an updated Bing search engine and Edge browser powered by a next-gen custom OpenAI LLM, calling the duo an “AI-powered co-pilot for the web”

Microsoft has announced a new version of its search engine Bing, powered by an upgraded version of the same AI technology that underpins chatbot ChatGPT.

2022-05-25
Fallout from Snap's warning: Ad-exposed Big Techs (Google, Facebook, Amazon) shed more than $150B in combined market cap, while Snap and Pinterest plunge and Twitter down even more from a contracted takeover price. My piece with @DoubleLJSquared: https://www.wsj.com/...
2022-05-25 View on X
CNBC

As Snap's growth warning sends its stock down 43.04%, other tech stocks drop too: Meta by 7.62%, Pinterest by 23.64%, Alphabet by 4.95%, and Twitter by 5.55%

Lauren Feiner / CNBC :

2022-05-07
Labor market may be tight, but TikTok employees are bleeding for their jobs. And that's not a compliment. Bonkers story from @georgia_wells @sal19 and @yoreekoh for @WSJ -> https://www.wsj.com/...
2022-05-07 View on X
Wall Street Journal

Some ex-TikTok US staff talk of long hours, tight deadlines, lack of work-life boundaries, sleep deprivation, weekend work, and secrecy uncommon in the industry

Former U.S. staffers tell of sleep deprivation, work on weekends and mandatory meetings with colleagues on the other side of the globe

2022-03-07
Very clever read on the vow of silence Apple imposes on its suppliers. @WSJ - https://www.wsj.com/...
2022-03-07 View on X
Wall Street Journal

A look at Apple's power over suppliers, which don't include its name in public filings and presentations to avoid accidentally revealing competitive information

A tech giant is known to billions, but suppliers hardly ever mention its name; ‘the honored North American customer’

2022-02-02
Cloud selloff is raining on VC deals. @eliotwb and @heathersomervil have the gory details- https://www.wsj.com/...
2022-02-02 View on X
Wall Street Journal

Amid tech stocks' poor performance, especially IPOs, some venture firms are cutting back investments and startup valuations, as they renegotiate funding deals

As everyone with a brokerage account braces for emotional trauma they've rarely … Tweets: Eliot Brown / @eliotwb : Several large startup investors rapidly pulling back -prices for ...

2021-12-07
Intel bought Mobileye at the height of the first EV craze, so a $50B-valued listing during the second one makes a crazy bit of sense. —> @CaraRLombardo and @cdriebusch with the dets: https://www.wsj.com/...
2021-12-07 View on X
Wall Street Journal

Intel plans to take its Mobileye unit public, sources say at a $50B+ valuation; Intel acquired the self-driving car company in 2017 for about $15B

Move could value Mobileye at more than $50 billion, according to people familiar with the matter  —  Intel Corp. is planning to publicly list shares …

2021-10-18
YouTube ad revenues are projected to exceed $29B this year. This fascinating look by @trippmickle at the hand-holding the company gives its biggest stars partly explains why - https://www.wsj.com/...
2021-10-18 View on X
Wall Street Journal

A look at YouTube's in-house creator partnerships team, which has over 1,000 employees across 45 countries offering advice and guidance to about 12,000 creators

2021-06-23
Amazon execs may want to hold off on booking those tux rentals for the James Bond premiere...https://www.wsj.com/ ...
2021-06-23 View on X
Wall Street Journal

Sources: the FTC will review Amazon's proposed acquisition of MGM, just as the commission gets a new chairwoman who has been critical of Amazon's expansion

2021-06-21
Conundrum - Advanced chipmaking has become way too expensive for all but a few, but the market is now not even controlled by the few, but by one. @asafitch @StephanieAYang @yoyominnie take a deep dive on the TSMC juggernaut for @WSJ - https://www.wsj.com/...
2021-06-21 View on X
Wall Street Journal

Analysts say the dominance of TSMC, which makes ~92% of the world's most sophisticated chips and 60% of chips used in cars, poses risks to the global economy

an industry that happens to be one of the world's most critical. A deep-dive on how it happened, and what it all means. @yoyominnie @StephanieAYang @asafitch https://www.wsj.com/.....

2019-09-23
Suddenly, the controlled-company setup not looking so hot. https://twitter.com/...
2019-09-23 View on X
Wall Street Journal

Sources: several WeWork directors, including SoftBank members, plan to push for Adam Neumann to step down as CEO

SoftBank officials are among those expected to push for Neumann ouster  —  A bloc of WeWork directors is planning to push Adam Neumann to step down as chief executive …

2019-09-14
WeWork looks like it's going to get its IPO out the door by any means necessary - even if it means demoting the founder's wife from her succession-pick role. Wild stuff. https://www.wsj.com/...
2019-09-14 View on X
CNBC

WeWork announces sweeping corporate governance changes in amended S-1; sources: WeWork is now seeking a valuation as low as $10B to $12B in its IPO

Supervoting shares (for Adam Neumann and others) are now 10 votes, not 20 — Rebekah, his wife and WeWork cofounder, no longer has role in picking his successor — they'll add indepe...

2019-08-15
Real estate company that burns cash like a tech startup aiming to go public next month - while stocks still at their highs. @maureenmfarrell for @WSJ on WeWork's IPO filing - https://www.wsj.com/...
2019-08-15 View on X
Axios

WeWork files to raise $1B in an IPO, reports a $904M net loss on around $1.5B in revenue for first half of 2019

WeWork parent The We Company is about to achieve … Stephen Gandel / CBS News : WeWork IPO filing shows it's losing nearly $5,200 per customer Chris O'Brien / VentureBeat : WeWork I...

2019-08-14
Real estate company that burns cash like a tech startup aiming to go public next month - while stocks still at their highs. @maureenmfarrell for @WSJ on WeWork's IPO filing - https://www.wsj.com/...
2019-08-14 View on X
Axios

WeWork files to raise $1B in an IPO, reports a $904M net loss on around $1.5B in revenue for first half of 2019

WeWork on Wednesday filed to raise $1 billion in an initial public offering, although the ultimate offering amount is expected to be at least three times larger.

2019-08-09
Smart look at how Roku is thriving despite the biggest competitors any tech company could have. @ab_summerville for @WSJ - https://www.wsj.com/...
2019-08-09 View on X
Wall Street Journal

Strategy Analytics: Roku, through partnership with TCL and others, crossed Samsung to become the top-selling smart-TV platform in the US with a 33% market share

Abigail Summerville / Wall Street Journal :

2018-02-12
Capex by cloud giants accelerated in 2017 and looks likely to rise even more this year. Combined spend by just Amazon, Google and Microsoft up 33%. Still little incentive to slow things down: http://www.wsj.com/...
2018-02-12 View on X
Wall Street Journal

RBC: 19 cloud service operators spent $63.8B on capital expenditure in 2017, up 22% YoY, and will spend $81B in 2018, a rise of 27%

Dan Gallagher / Wall Street Journal : Tweets: @djtgallagher Tweets: Dan Gallagher / @djtgallagher : Capex by cloud giants accelerated in 2017 and looks likely to rise even more th...